Commentary & Ideas

Retirement Scan

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How Wells Fargo Serves the Ultra-Rich Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff.

Commentary & Ideas

Tax Strategies Scan

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How Wells Fargo Serves the Ultra-Rich Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff.

Commentary & Ideas

Multimedia

Women & Wealth: The Invisible Opportunity The womens wealth market presents a very real business growth opportunity for advisors provided they understand the specific approaches and differing preferences that will resonate with women investors.

This interactive tool gives you the ability to evaluate independent broker-dealers. The data was compiled from Financial Planning's annual broker-dealer survey and reflects performance for 2013. Use the pull-down menu to view information on total revenue, fee revenue and commission revenue and more. Click any column head to re-sort the list. Compare up to four firms by checking the box next to the firm's name and clicking the Compare button.